See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,563 | $167,307+34.2% | $143,757+56.2% | $134,475+67.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.64% | 0.46%-4.1pp | -0.04%-3.6pp | 417.96%-421.6pp |
| Employer contribution / active EE | $8,212 | $5,619+46.1% | $4,951+65.9% | $4,740+73.3% |
| Participant deferral / active EE | $9,984 | $6,446+54.9% | $5,637+77.1% | $6,400+56.0% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |